+123.3%
UAL vs POET
+111.1%
+12.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.3% |
| 7D | -2.0% | +3.7% | -5.7% | -2.2% |
| 30D | -15.7% | -11.5% | -4.2% | -15.2% |
| 3M | +3.6% | -30.8% | +34.4% | +5.2% |
| 6M | +16.9% | +8.6% | +8.3% | +10.8% |
| YTD | -4.8% | +20.1% | -24.8% | -10.8% |
| 1Y | -0.9% | +35.7% | -36.7% | -8.5% |
| All | +123.3% | +111.1% | +12.2% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling